VAQUERO PRIVATE WEALTH, LTD’s iShares MSCI EAFE Value ETF EFV Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Buy	+21,947	New	+$1.7M	0.35%	62

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's EFV Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 21,947 shares worth $1.68M. The stake represents 0.35% of the portfolio and ranks #62 among its holdings.

245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

VAQUERO PRIVATE WEALTH, LTD held 21,947 shares of iShares MSCI EAFE Value ETF worth $1.68M as of Q2 2026.
iShares MSCI EAFE Value ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.35% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #62 holding.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.